Iran Maintains Stance Despite Trump Engagement Remarks

Newsquawk · 2026-09-22

Al Jazeera has reported that sources close to Iran indicate no shift in Tehran's positions, despite US President Trump stating that the two nations recently met and hinting at further diplomatic engagement. Trump expressed optimism that Iran would take constructive actions, noting significant momentum for a potential deal. Meanwhile, a high-ranking source revealed to Al Arabiya that a recent New York meeting between American and Iranian representatives successfully shattered the deadlock in ongoing talks, suggesting a breakthrough remains achievable though it demands multiple sequential steps. Additionally, a security source emphasized that diplomatic engagement could proceed if the US honors commitments corresponding to Iranian demands and delivers adequate practical assurances.

AI 시장 분석

Expectations for easing geopolitical risks in the Middle East are growing as the possibility of resumed diplomatic talks between the U.S. and Iran is raised. According to major foreign media such as Al Jazeera and Al Arabiya, the New York talks between the two countries have partially resolved the negotiation stalemate, though Iran's fundamental stance remains unchanged. U.S. President Trump mentioned the possibility of reaching a deal with Iran, emphasizing positive momentum.

하락 영향

Crude Oil — Expectations for the resumption of Iranian crude oil exports have grown due to progress in diplomatic negotiations between the U.S. and Iran, increasing downward pressure on oil prices amid concerns over oversupply.
Defense — Investment sentiment in defense-related stocks may contract in the short term due to the resumption of dialogue between the U.S. and Iran and the atmosphere of easing geopolitical tensions.

DYAX 전담 분석

The possibility of a diplomatic compromise between the U.S. and Iran can reduce geopolitical anxieties in the Middle East, exerting direct downward pressure on global supply chains and the crude oil market. In particular, if the official resumption of Iranian crude oil exports becomes visible, it will lead to an increase in global crude oil supply, which is expected to expand volatility in related commodity prices.

Future implementation measures by Iran and corresponding guarantees by the U.S. are key variables in bilateral negotiations. Investors should closely monitor trends in crude oil futures prices along with security news from the Middle East.

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